Why a Learning Academy for Capitaliz?

Capitaliz is a technically and conceptually complex exit planning tool requiring intermediated distribution by a professional advisor.

Capitaliz is a high value, premium product, and our distributors will largely include exit planners, M&A advisors, business brokers, wealth advisors, attorneys and accountants.

Capitaliz Accreditation licences the advisor and confirms their technical competency in using the software, as well as being able to interpret the report and confidently present to a client.

Upon completion of the course, advisors are able to hit the ground running, and confidently navigate the Business Insights Report. Advisors can go on to secure ongoing engagement with their clients through the implementation plan application.

How is the Capitaliz Accreditation program structured?

To become accredited, Advisors must first complete Capitaliz Academy, our interactive Learning Management System.

  • Theoretical Modules

  • Practical Case Study

  • Certification

Are you ready to get your
Capitaliz Accreditation?